Capital Markets Associate

Responsibilities:

Assist in the structuring, execution, and ongoing management of warehouse financing facilities, including borrowing base analysis, covenant compliance, collateral eligibility, lender reporting, and amendments or renewals.
Support asset backed securitizations across the deal lifecycle, including transaction structuring, collateral analysis, cash flow modeling, rating agency processes, investor diligence, legal documentation, and settlement.
Support the execution and ongoing management of loan sale and forward flow programs, overseeing pricing analysis, collateral selection, purchase mechanics, investor reporting, and performance monitoring.
Build and maintain financial models to evaluate funding costs, advance rates, excess spread, cash flows, returns, liquidity, and capital efficiency across existing and prospective financing alternatives.
Assist in evaluating and onboarding new financing partners, including banks, insurance companies, asset managers, and private credit funds, while driving ongoing relationship management and fundraise execution.
Analyze originations, credit characteristics, delinquencies, losses, and prepayments to track collateral performance, fulfilling ongoing lender, investor, and rating agency diligence requests.
Partner directly with Finance, Credit, Accounting, Legal, Engineering, and Data teams to align portfolio management initiatives and inform strategic capital markets decision making.
Leverage AI and automation tools to optimize financial modeling, data integrity, reporting, and diligence workflows, continuously improving the scalability of Octane's capital markets infrastructure.

Requirements:

Bachelor’s degree in Finance, Economics, Data Analytics, or a related quantitative field; an advanced degree (e.g., Master’s or MBA) is a plus.
3–5 years of professional experience, ideally in investment banking, capital markets, fintech, financial services, consulting, or corporate finance.
Advanced mastery of Excel, strong SQL skills for querying large and disparate datasets, and proven experience constructing data-driven financial reports. Python proficiency is a plus.
Exceptional critical thinking capabilities and quantitative rigor, with a sharp attention to detail in complex data analysis.
Ability to operate independently with high ownership while collaborating effectively in a fast-paced team environment.
Excellent verbal and written communication skills, with the ability to distill complex financial and data insights for diverse cross-functional audiences.
Strong organizational agility and time-management skills, with a track record of balancing multiple competing priorities and delivering high-quality work across functional teams.